<span>Trust Operations Associate I</span>

Corefirst Bank & Trust-posted about 1 year ago

Full-time

Topeka, KS

Credit Intermediation and Related Activities

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The Trust Operations Associate I plays a crucial role in the accurate and timely accounting of investable assets held by the company's Trust clients. This position involves securities accounting, ensuring that transactions are authorized, confirmed, executed, and recorded accurately in the Trust Accounting System. The Associate is also responsible for posting income and managing settlement wires, contributing to the overall efficiency of the Trust operations.

Daily posting of dividends and interest to client accounts
Daily settlement of trades to client accounts
Daily credit of deposits to client accounts
Reconcile daily transaction reports and validate external data
Ensure timely and accurate wire transfers
Address unsettled trades, errors, and exceptions, reporting them to management as necessary
Ensure compliance with relevant regulations pertaining to trade and broker recordkeeping
Act as a support resource for different departmental functions as needed
Follow company policies and procedures in all interactions with internal and external stakeholders

High school diploma or equivalent required
Familiarity with Microsoft Excel is beneficial
Prior experience in a financial institution or similar setting is advantageous, but not mandatory
Successful completion of various Schools of Trust or Securities Operations will be required upon hire
Demonstrates a keen eye for detail, ensuring accuracy and precision in work
Effectively communicates with internal and external stakeholders
Displays a proactive attitude towards learning and adapting to various operational tasks
Ability to work collaboratively in a team-oriented environment
Capable of prioritizing work and handling a heavy volume of tasks effectively
Ability to manage multiple projects simultaneously
Willingness to establish and maintain effective working relationships through a high level of interpersonal skills
Ability to solve practical problems and handle multiple variables in situations with limited guidance

Previous trust and banking experience

Equal employment opportunities (EEO)
Drug screen and background checks for applicants

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<span>Trust Operations Associate I</span>

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